TOTH FINANCIAL ADVISORY CORP
LEESBURG VA · SEC CIK 0000866780
$10.24亿2026Q2 申报市值
879持仓数
21.8%前十大占比 · 第一大 2.8%
110 / 156新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
HONA 新建仓+$312.24万
CVS 加仓+$310.35万
MDY 加仓+$233.30万
UNH 加仓+$217.45万
MSCI 加仓+$208.35万
2026Q2 卖出最多 按季末市值估算
SGOV 减仓-$847.71万
AMD 减仓-$371.78万
FISV 减仓-$272.52万
HON 减仓-$210.87万
ABT 减仓-$186.69万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| WFC | WELLS FARGO & CO | $2,314 | 0.00% | 28 | -219 | -88.7% | -$1.81万 | 减仓 |
| — | UNITED STS COMMODITY INDEX F | $2,316 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| GRAB | GRAB HOLDINGS LIMITED | $2,319 | 0.00% | 615 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $2,325 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $2,343 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| HBM | HUDBAY MINERALS INC | $2,361 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| KGC | KINROSS GOLD CORP | $2,362 | 0.00% | 100 | -31 | -23.7% | -$732 | 减仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $2,387 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ERIE | ERIE INDTY CO | $2,398 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| QBTS | D-WAVE QUANTUM INC | $2,399 | 0.00% | 100 | -50 | -33.3% | -$1,200 | 减仓 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $2,399 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $2,420 | 0.00% | 5 | 1 | 25.0% | $484 | 加仓 |
| RDW | REDWIRE CORPORATION | $2,446 | 0.00% | 200 | 75 | 60.0% | $917 | 加仓 |
| CNL | COLLECTIVE MINING LTD | $2,450 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| OSK | OSHKOSH CORP | $2,456 | 0.00% | 16 | 16 | — | $2,456 | 新建仓 |
| SYNA | SYNAPTICS INC | $2,485 | 0.00% | 20 | 20 | — | $2,485 | 新建仓 |
| DXYZ | DESTINY TECH100 INC | $2,576 | 0.00% | 100 | 100 | — | $2,576 | 新建仓 |
| VICR | VICOR CORP | $2,659 | 0.00% | 7 | 7 | — | $2,659 | 新建仓 |
| AMRZ | AMRIZE LTD | $2,665 | 0.00% | 50 | 25 | 100.0% | $1,332 | 加仓 |
| SLVM | SYLVAMO CORP | $2,722 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| FROG | JFROG LTD | $2,727 | 0.00% | 30 | 30 | — | $2,727 | 新建仓 |
| SLI | STANDARD LITHIUM CORP | $2,750 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $2,762 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| GEF | GREIF INC | $2,771 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $2,775 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $2,785 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| UEC | URANIUM ENERGY CORP | $2,932 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| EMBJ | EMBRAER S.A. | $2,935 | 0.00% | 46 | -3 | -6.1% | -$191 | 减仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $2,966 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| GH | GUARDANT HEALTH INC | $3,001 | 0.00% | 20 | 20 | — | $3,001 | 新建仓 |
| AMBA | AMBARELLA INC | $3,003 | 0.00% | 35 | 35 | — | $3,003 | 新建仓 |
| AGI | ALAMOS GOLD INC | $3,034 | 0.00% | 100 | -40 | -28.6% | -$1,214 | 减仓 |
| NASA | TEMA ETF TRUST | $3,038 | 0.00% | 100 | 100 | — | $3,038 | 新建仓 |
| CCJ | CAMECO CORP | $3,056 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | TWO RDS SHARED TR | $3,067 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $3,197 | 0.00% | 34 | -3 | -8.1% | -$282 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $3,208 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $3,213 | 0.00% | 415 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $3,214 | 0.00% | 7 | -8 | -53.3% | -$3,673 | 减仓 |
| FLEX | FLEX LTD | $3,242 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ABEV | AMBEV SA | $3,297 | 0.00% | 1,050 | 500 | 90.9% | $1,570 | 加仓 |
| LEU | CENTRUS ENERGY CORP | $3,358 | 0.00% | 20 | 3 | 17.6% | $504 | 加仓 |
| CCL | CARNIVAL CORP LTD | $3,367 | 0.00% | 118 | 118 | — | $3,367 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $3,461 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $3,501 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ROIV | ROIVANT SCIENCES LTD | $3,539 | 0.00% | 100 | -50 | -33.3% | -$1,770 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $3,637 | 0.00% | 88 | 85 | 2,833.3% | $3,513 | 加仓 |
| RMBS | RAMBUS INC DEL | $3,717 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| STM | STMICROELECTRONICS N V | $3,745 | 0.00% | 50 | -4 | -7.4% | -$300 | 减仓 |
| CAVA | CAVA GROUP INC | $3,924 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| Z | ZILLOW GROUP INC | $3,972 | 0.00% | 126 | 21 | 20.0% | $662 | 加仓 |
| TJX | TJX COS INC NEW | $3,995 | 0.00% | 26 | -5 | -16.1% | -$768 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $4,037 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| HAWK | HAWKEYE 360 INC | $4,044 | 0.00% | 200 | 200 | — | $4,044 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $4,094 | 0.00% | 37 | -1 | -2.6% | -$111 | 减仓 |
| ONDS | ONDAS INC | $4,120 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $4,167 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | SKYWATER TECHNOLOGY INC | $4,179 | 0.00% | 120 | -300 | -71.4% | -$1.04万 | 减仓 |
| ENS | ENERSYS | $4,209 | 0.00% | 18 | 10 | 125.0% | $2,338 | 加仓 |
| CIGI | COLLIERS INTL GROUP INC | $4,221 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| VFLO | VICTORY PORTFOLIOS II | $4,301 | 0.00% | 94 | 94 | — | $4,301 | 新建仓 |
| HACK | AMPLIFY ETF TR | $4,325 | 0.00% | 41 | -47 | -53.4% | -$4,958 | 减仓 |
| — | PROSHARES TR | $4,352 | 0.00% | 181 | 1 | 0.6% | $24 | 加仓 |
| GLDM | WORLD GOLD TR | $4,369 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $4,396 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $4,523 | 0.00% | 50 | -50 | -50.0% | -$4,523 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $4,543 | 0.00% | 164 | 4 | 2.5% | $111 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $4,662 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| BLOK | AMPLIFY ETF TR | $4,698 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| VIAV | VIAVI SOLUTIONS INC | $4,775 | 0.00% | 100 | 100 | — | $4,775 | 新建仓 |
| FORM | FORMFACTOR INC | $4,798 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| PL | PLANET LABS PBC | $4,804 | 0.00% | 145 | 100 | 222.2% | $3,313 | 加仓 |
| CRH | CRH PLC | $4,815 | 0.00% | 45 | -8 | -15.1% | -$856 | 减仓 |
| IWD | ISHARES TR | $4,849 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | COHEN & STEERS ETF TRUST | $4,900 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $4,905 | 0.00% | 65 | -15 | -18.8% | -$1,132 | 减仓 |
| ENPH | ENPHASE ENERGY INC | $4,924 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $4,979 | 0.00% | 87 | -86 | -49.7% | -$4,922 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $5,010 | 0.00% | 116 | -340 | -74.6% | -$1.47万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $5,027 | 0.00% | 110 | 10 | 10.0% | $457 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $5,032 | 0.00% | 290 | -12 | -4.0% | -$208 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED | $5,070 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| E | ENI SPA | $5,155 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| IDLV | INVESCO EXCH TRADED FD TR II | $5,175 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| NAK | NORTHERN DYNASTY MINERALS LT | $5,186 | 0.00% | 2,701 | 2,701 | — | $5,186 | 新建仓 |
| ACM | AECOM | $5,235 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA | $5,244 | 0.00% | 380 | -62 | -14.0% | -$856 | 减仓 |
| FPH | FIVE POINT HOLDINGS LLC | $5,270 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $5,288 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| REMX | VANECK ETF TRUST | $5,310 | 0.00% | 60 | 20 | 50.0% | $1,770 | 加仓 |
| IONQ | IONQ INC | $5,326 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $5,404 | 0.00% | 54 | -5 | -8.5% | -$500 | 减仓 |
| DOW | DOW HLDGS INC | $5,472 | 0.00% | 200 | -29 | -12.7% | -$793 | 减仓 |
| INDA | ISHARES TR | $5,532 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| USAR | USA RARE EARTH INC | $5,611 | 0.00% | 260 | 60 | 30.0% | $1,295 | 加仓 |
| — | BANK MONTREAL MEDIUM | $5,650 | 0.00% | 170 | 10 | 6.2% | $332 | 加仓 |
| KRUS | KURA SUSHI USA INC | $5,756 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| LMB | LIMBACH HLDGS INC | $5,775 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| DFIN | DONNELLEY FINL SOLUTIONS INC | $5,873 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $5,877 | 0.00% | 160 | 0 | 0.0% | — | 不变 |